TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.18M
3
+$8.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.54M

Top Sells

1
+$11.5M
2
+$5.63M
3
+$3.1M
4
DOCU icon
DocuSign
DOCU
+$2.45M
5
OLED icon
Universal Display
OLED
+$2.04M

Sector Composition

1 Technology 10.75%
2 Financials 8.05%
3 Healthcare 7.32%
4 Communication Services 5.23%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$392K 0.02%
8,786
-12,827
427
$392K 0.02%
1,110
-33
428
$388K 0.02%
4,205
+20
429
$377K 0.02%
611
+520
430
$368K 0.02%
4,041
+55
431
$368K 0.02%
9,407
+2,184
432
$365K 0.02%
4,095
-18,477
433
$365K 0.02%
1,586
-398
434
$363K 0.02%
69,453
+6,519
435
$357K 0.02%
5,999
-1,137
436
$349K 0.02%
3,081
-140
437
$348K 0.02%
4,699
+809
438
$343K 0.02%
51,402
+23,187
439
$331K 0.02%
5,176
+4,238
440
$331K 0.02%
6,059
+83
441
$327K 0.02%
20,406
-4,671
442
$327K 0.02%
35,134
443
$327K 0.02%
5,967
+4,485
444
$326K 0.02%
5,485
-325
445
$324K 0.02%
3,832
-432
446
$319K 0.01%
2,316
+582
447
$314K 0.01%
10,075
-1,489
448
$313K 0.01%
+7,238
449
$312K 0.01%
5,504
-764
450
$311K 0.01%
3,234
-426
16 17
18
19 20